See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BENEFITS CONSULTANTS GROUP5 years Service code 50 · EIN 23-2383285 | Direct Payment | $3,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,305 | $70,428-32.8% | $96,562-51.0% | $85,850-44.9% |
| Participation rate | 35.7% | 61.8%-26.1pp | 69.8%-34.1pp | 69.3%-33.6pp |
| Annual return | 12.08% | 18.59%-6.5pp | 37.78%-25.7pp | 318.53%-306.4pp |
| Employer contribution / active EE | $500 | $1,413-64.6% | $2,356-78.8% | $2,565-80.5% |
| Participant deferral / active EE | $1,635 | $2,894-43.5% | $3,849-57.5% | $3,952-58.6% |
| Admin fee / account holder | $276 | $4,997-94.5% | $6,181-95.5% | $6,260-95.6% |